Tax Accountant

VisionsHRBoca Raton, FL
20hOnsite

About The Position

A well-established wealth management firm is seeking a FULL-TIME TAX ACCOUNTANT to join its BOCA RATON, FL office. The ideal candidate must be able to HANDLE large volume of tax returns, interact with clients, professional demeanor. OUTSTANDING CAREER POTENTIAL UPBEAT POSITIVE OFFICE ENVIRONMENT COMPENSATION COMMENSURATE WITH EXPERIENCE. no relocation, must live in araa.

Requirements

  • Minimum 3 years’ experience preparing individual and business tax returns
  • Strong client-facing communication skills
  • Familiarity with sales and payroll tax filings
  • Detail-oriented and highly organized, with the ability to manage multiple deadlines
  • Positive, team-oriented professional approach

Nice To Haves

  • Preferably 1+ years’ experience using UltraTax software (business return experience a plus)

Responsibilities

  • Conduct client interviews and gather financial documentation
  • Review financial data for accuracy and completeness
  • Prepare individual and small business tax returns
  • Provide guidance on tax and accounting matters
  • Respond to client inquiries and research tax-related issues
  • Assist with sales and payroll tax filings
  • Support additional projects as assigned
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